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Sound Income Strategies’s Vanguard S&P Mid-Cap 400 Value ETF IVOV Stock Holding History

Sound Income Strategies’s Portfolio IVOV Stock Details IVOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-345
Closed -$36.7K – 2662
2025
Q4 		$36.7K Buy
+345
New +$34.8K ﹤0.01% 908

Other funds holding IVOV

VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sound Income Strategies's IVOV Position: Q1 2026 in Review

Sound Income Strategies sold out of Vanguard S&P Mid-Cap 400 Value ETF (IVOV) in Q1 2026, closing a stake of 345 shares — an estimated $36.7K sold.

Sound Income Strategies first reported a position in IVOV in Q4 2025 and held it in 1 quarter. The position peaked at $36.7K in Q4 2025. 164 funds tracked by Wall St. Rank hold IVOV as of Q1 2026.

  • Sound Income Strategies reported no remaining Vanguard S&P Mid-Cap 400 Value ETF position as of Q1 2026 after selling out during the quarter.
  • Sound Income Strategies sold 345 Vanguard S&P Mid-Cap 400 Value ETF shares in Q1 2026, an estimated $36.7K.
  • Sound Income Strategies first reported a position in Vanguard S&P Mid-Cap 400 Value ETF in Q4 2025 and held it in 1 quarter.
  • Sound Income Strategies's Vanguard S&P Mid-Cap 400 Value ETF position peaked at $36.7K in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 Value ETF as of Q1 2026.

Based on Sound Income Strategies's 13F filing for Q1 2026, filed 27 Apr 2026.